http://www.ft.com/john-authers A weekly column that examines the long-term market trends that affect investors globally en (PICS-1.1 "http://www.classify.org/safesurf/" L gen true for "http://www.ft.com/" r (SS~~000 1)) © Copyright The Financial Times Ltd 2012. "FT" and "Financial Times" are trademarks of the Financial Times. See http://www.ft.com/servicestools/help/terms#legal1 for the terms and conditions of reuse. Fri, 10 Feb 2012 20:44:47 GMT Wed, 15 Feb 2012 01:07:26 GMT client.support@ft.com (Client Support) 15 Newspapers http://www.ft.com/rss/john-authers http://im.media.ft.com/m/img/rss/RSS_Default_Image.gif http://www.ft.com/john-authers http://www.ft.com/cms/s/0/bc9b603a-53db-11e1-9eac-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product For those young enough, there is safety in the long term but those too old to wait around need help hedging against the risk that things go wrong in short run Fri, 10 Feb 2012 20:44:47 GMT http://www.ft.com/cms/s/0/bc9b603a-53db-11e1-9eac-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product bc9b603a-53db-11e1-9eac-00144feabdc0 http://www.ft.com/cms/s/0/af9006b4-4e6a-11e1-aa0b-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product The best of both worlds – easier money in Europe and economic growth in the US – are an opportunity that EU politicians must use Fri, 03 Feb 2012 20:28:20 GMT http://www.ft.com/cms/s/0/af9006b4-4e6a-11e1-aa0b-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product af9006b4-4e6a-11e1-aa0b-00144feabdc0 http://www.ft.com/cms/s/0/3ac1846c-4810-11e1-b1b4-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product The correlation of several hedge fund strategies with the stock market reached record levels last year Tue, 31 Jan 2012 15:24:40 GMT http://www.ft.com/cms/s/0/3ac1846c-4810-11e1-b1b4-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 3ac1846c-4810-11e1-b1b4-00144feabdc0 http://www.ft.com/cms/s/0/1951e53c-4357-11e1-8489-00144feab49a.html?ftcamp=published_links/rss/john-authers/feed//product Equities imply recovery is under way, the bond market implies pessimism, while the economic data are nuanced – how to disentangle the messages? Fri, 20 Jan 2012 21:40:42 GMT http://www.ft.com/cms/s/0/1951e53c-4357-11e1-8489-00144feab49a.html?ftcamp=published_links/rss/john-authers/feed//product 1951e53c-4357-11e1-8489-00144feab49a http://www.ft.com/cms/s/0/315656f6-3d29-11e1-ae07-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product The greatest argument against buying high-yielding stocks with strong balance sheets may be that everyone recommends it – even Goldman Sachs Fri, 13 Jan 2012 20:54:46 GMT http://www.ft.com/cms/s/0/315656f6-3d29-11e1-ae07-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 315656f6-3d29-11e1-ae07-00144feabdc0 http://www.ft.com/cms/s/0/0e2cb2aa-384d-11e1-9f07-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product Despite rightwing hatred for him, US corporate profitability is at an all-time high under the incumbent US president Fri, 06 Jan 2012 19:26:31 GMT http://www.ft.com/cms/s/0/0e2cb2aa-384d-11e1-9f07-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 0e2cb2aa-384d-11e1-9f07-00144feabdc0 http://www.ft.com/cms/s/0/bd945562-31a5-11e1-a62a-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product There are two unavoidable truths. First, nobody knows the future. Second, putting your money anywhere, even under the bed, involves a risk Fri, 30 Dec 2011 12:57:00 GMT http://www.ft.com/cms/s/0/bd945562-31a5-11e1-a62a-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product bd945562-31a5-11e1-a62a-00144feabdc0 http://www.ft.com/cms/s/0/386953c8-2d64-11e1-b985-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product Our chances of a happy new year will be better if we grasp that stocks could easily grow much cheaper than they are now before we see any recovery Fri, 23 Dec 2011 20:37:11 GMT http://www.ft.com/cms/s/0/386953c8-2d64-11e1-b985-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 386953c8-2d64-11e1-b985-00144feabdc0 http://www.ft.com/cms/s/0/90c48e56-25a4-11e1-856e-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product How uncannily prescient investors would have made themselves rich this year, with rationale that was available to investors back in January Fri, 16 Dec 2011 17:57:43 GMT http://www.ft.com/cms/s/0/90c48e56-25a4-11e1-856e-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 90c48e56-25a4-11e1-856e-00144feabdc0 http://www.ft.com/cms/s/0/52100348-2248-11e1-923d-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product Retail investors’ confidence in equities has been shattered afterthe disasters that have taken place in the past decade, writes John Authers Fri, 09 Dec 2011 23:57:32 GMT http://www.ft.com/cms/s/0/52100348-2248-11e1-923d-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 52100348-2248-11e1-923d-00144feabdc0 http://www.ft.com/cms/s/0/1110e46c-226f-11e1-923d-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product Despite an array of measures, EU leaders have probably not done enough to get through to Christmas, says John Authers Fri, 09 Dec 2011 20:15:50 GMT http://www.ft.com/cms/s/0/1110e46c-226f-11e1-923d-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 1110e46c-226f-11e1-923d-00144feabdc0 http://www.ft.com/cms/s/0/310fec38-1aa2-11e1-ae4e-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product Anyone betting on a broad recovery would be wise to hedge that with a bet on the euro to go down. Betting on a bad outcome for the euro may be safer than many investors realise Fri, 02 Dec 2011 20:55:27 GMT http://www.ft.com/cms/s/0/310fec38-1aa2-11e1-ae4e-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 310fec38-1aa2-11e1-ae4e-00144feabdc0 http://www.ft.com/cms/s/2/9cacbeb6-19e0-11e1-b9d7-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product Philip Coggan’s ‘Paper Promises’ explains the credit crisis free from jargon or shrieking ideologies, writes John Authers Fri, 02 Dec 2011 17:04:29 GMT http://www.ft.com/cms/s/2/9cacbeb6-19e0-11e1-b9d7-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 9cacbeb6-19e0-11e1-b9d7-00144feabdc0 http://www.ft.com/cms/s/0/f6e05c96-174a-11e1-b20e-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product Asset prices are set by swings in human emotion, but extremes of sentiment generally prefigure big snaps back Sun, 27 Nov 2011 03:50:57 GMT http://www.ft.com/cms/s/0/f6e05c96-174a-11e1-b20e-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product f6e05c96-174a-11e1-b20e-00144feabdc0 http://www.ft.com/cms/s/0/4baba6a0-11f0-11e1-a114-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product The strategy Bill Miller used – buy cheap stocks – is totally inadequate for the changed reality of mass paying down of debts Fri, 18 Nov 2011 22:24:14 GMT http://www.ft.com/cms/s/0/4baba6a0-11f0-11e1-a114-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 4baba6a0-11f0-11e1-a114-00144feabdc0 http://www.ft.com/cms/s/0/8df983c8-0c74-11e1-8ac6-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product If the next stimulus is a more muted affair than the drastic measures that followed Lehman, it will be welcome nevertheless Fri, 11 Nov 2011 20:45:35 GMT http://www.ft.com/cms/s/0/8df983c8-0c74-11e1-8ac6-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 8df983c8-0c74-11e1-8ac6-00144feabdc0 http://www.ft.com/cms/s/0/5a99d616-0708-11e1-8ccb-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product The interconnected nature of the eurozone suggests there may be trouble ahead, and there is little that the politicians can do even if they pull together Fri, 04 Nov 2011 20:59:29 GMT http://www.ft.com/cms/s/0/5a99d616-0708-11e1-8ccb-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product 5a99d616-0708-11e1-8ccb-00144feabdc0 http://www.ft.com/cms/s/0/ab9170f8-017f-11e1-8e59-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product Everyone is worried that others will refuse to lend to the land of Berlusconi, and do not want to be the last one out – risking a run that would leave Italy insolvent Fri, 28 Oct 2011 18:22:51 GMT http://www.ft.com/cms/s/0/ab9170f8-017f-11e1-8e59-00144feabdc0.html?ftcamp=published_links/rss/john-authers/feed//product ab9170f8-017f-11e1-8e59-00144feabdc0 http://www.ft.com/cms/s/0/e536fa82-fbd8-11e0-9283-00144feab49a.html?ftcamp=published_links/rss/john-authers/feed//product Even if disaster is averted, there is no chance of a truly conclusive resolution at this summit, and no chance of averting prolonged economic stagnation Fri, 21 Oct 2011 18:50:19 GMT http://www.ft.com/cms/s/0/e536fa82-fbd8-11e0-9283-00144feab49a.html?ftcamp=published_links/rss/john-authers/feed//product e536fa82-fbd8-11e0-9283-00144feab49a http://www.ft.com/cms/s/0/21937d86-f650-11e0-86dc-00144feab49a.html?ftcamp=published_links/rss/john-authers/feed//product Amid all the deep reasons for concern, investors’ greatest fear, which drove the summer swoon in world stock markets, lies to the east Mon, 17 Oct 2011 17:31:47 GMT http://www.ft.com/cms/s/0/21937d86-f650-11e0-86dc-00144feab49a.html?ftcamp=published_links/rss/john-authers/feed//product 21937d86-f650-11e0-86dc-00144feab49a